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Fidelitys David Canter takes a hard look at the most-important issues for independent RIAs in the coming year.
January 5
Fidelity Clearing & Custody Solutions -
The funded status of the nations largest corporate defined benefit plans ended just as it did in 2014, due in large part to a rise in interest rates that were offset by a weak global stock market.
January 5 -
Scott Bessent, who oversaw George Soross $30 billion fortune for the last four years, will be managing $4.5 billion by the end of the first quarter, one of the largest hedge fund startups ever.
January 5 -
Stockholders lose out, bondholders to control company.
January 4
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In the midst of global turmoil, these funds have turned in the best performances over three years.
January 4 -
The government's myRA plan isn't enough to fix the retirement system, says an economics professor; Plus, Social Security options for single seniors.
January 4 -
Chicago-based NextCapital announced a $16 million funding deal in mid-December that includes support from Manulife and AllianceBernstein. It had already found investors in 2014 from Russell Investments and Transamerica Ventures Fund.
January 4 -
Munis produced a 5.8% risk-adjusted return in 2014, more than double the other investments. They also outperformed in 2011 and 2012 as yields -- which move in the opposite direction as price -- fell to the lowest since the 1960s.
January 4 -
Its not easy being one of the largest RIA firms in the nation. The leaders are doing everything it takes to lure the right talent, grow their practices and remain truly independent.
January 4
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The executives decided to leverage their skills in their own areas of expertise.
January 4
